745 Client Services jobs in Port Washington
Client Services Associate
Posted today
Job Viewed
Job Description
A prestigious position to work with wealth management professionals that care about their clients, and their people.
Responsibilities:- Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.
- Facilitate account opening and maintenance for existing financial planning clients.
- Ensure full transfer of assets where applicable
- Facilitate alternative investments as well as annuities, life insurance and 529 investments.
- Work directly with account custodians and investment platform providers as necessary.
- Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.
- Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.
Must have financial services, wealth management industry experience.
Excellent benefits and great team of professionals to work with!
Client Services Associate
Posted today
Job Viewed
Job Description
A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about their clients, and their people.Responsibilities:Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications.Facilitate account opening and maintenance for existing financial planning clients.Ensure full transfer of assets where applicable Facilitate alternative investments as well as annuities, life insurance and 529 investments.Work directly with account custodians and investment platform providers as necessary. Partner with Advisory Team and Client Service Team to fulfill financial investment client needs.Serve as the primary means to the financial advisors to facilitate opening accounts and servicing clients.Must have financial services, wealth management industry experience.Excellent benefits and great team of professionals to work with!
Client Services Representative
Posted today
Job Viewed
Job Description
Client Services Representative Location:Garden City, NY, United States Job Type:Full Time Job Category:Administrative Job Industry:Admin/ Clerical Salary:We offer competitive compensation and benefits. Description We're looking for a. Client Services Client Service, Representative, Client, Technology, Retail
Client Services Coordinator
Posted today
Job Viewed
Job Description
Our client, a prominent international Real Estate firm with many famous landmarks in their portfolio, is seeking a Client Services Coordinator to join their team on a temporary basis in Greenwich, CT .
Job Details- Answer phones/emails and greet visitors
- Act as an overall hospitality and client service resource
- Perform regular lobby inspections
- Set up for events, including catering coordination
- Provide move-in and move-out support
- Assist with vendor management and invoice processing
- Pay Rate: $21 per hour
- Bachelors degree required
- Demonstrated experience in client services and general administration
- Customer service oriented, approachable, and level-headed
- Tech savvy and experienced in Microsoft Office Suite
- Highest standard of professionalism and discretion
- Dedicated to detail, with excellent writing, communications, and organizational skills
*Gainor provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law.
#J-18808-LjbffrManager Client Services (Hybrid)
Posted 18 days ago
Job Viewed
Job Description
We are seeking a Manager, Client Services to join our dynamic team of client advocates. In this essential leadership role, you will be a trusted liaison for our clients, cultivating enduring relationships and ensuring their needs are met with excellence. As a champion for superior service delivery, youll collaborate across functions, manage client engagements, and help your team thrive in delivering solutions that exceed expectations.
We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work remotely a few days a week.
Key Responsibilities
+ Develop and nurture productive, professional relationships with key client contacts by consistently providing outstanding support, service, and value.
+ Own and resolve client issues from inception to resolution, offering thoughtful updates and proactive communication throughout the process.
+ Anticipate client needs and reach out with suggestions to help them achieve critical business objectives.
+ Partner with internal teams to articulate client requirements and set clear turnaround expectations.
+ Lead the creation, presentation, and follow-up on business review meetings with clients, collaborating internally to deliver actionable feedback.
+ Work side-by-side with Account Management teams to identify and pursue new business opportunities.
+ Serve as a mentor, escalation point, and role model for Relationship Administrators, directly managing and developing a team.
Required Qualifications
+ BA/BS degree required.
+ Proven experience building strong client relationships with superb written and verbal communication skills.
+ Exceptional organizational skills, attention to detail, and a demonstrated ability to multitask in a fast-paced environment.
+ Strong self-motivation and adaptability to various client needs and dynamic situations.
+ Intermediate to advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
+ Experience supervising or mentoring direct reports.
+ Demonstrated intellectual curiosity, with a commitment to continuous learning and process improvement.
Compensation range: $80,000 - $90,000. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit for more information on our comprehensive benefit offerings
#LI-DS1 #LI-Hybrid
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere ( to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
LinkedIn ( ( ( Muse ( is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
Tax Director - Private Client Services
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Tax Director - Private Client Services role at Vialto Partners
3 days ago Be among the first 25 applicants
Join to apply for the Tax Director - Private Client Services role at Vialto Partners
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work.
Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff in over 50 countries around the world and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.
Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve.
To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on LinkedIn and Instagram.
Role Summary
We are growing our Private Client Services (PCS) practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. As a key leader in our PCS team, you will provide strategic tax guidance, mentor junior talent, and contribute to the expansion of our cross-border practice.
The ideal candidate will have strong technical expertise in U.S. individual income tax, international reporting, trust planning, and cross-border estate/gift taxation. This is an excellent opportunity for a commercially minded tax professional to help shape a modern, high-touch advisory offering.
Key Responsibilities
Client Delivery & Technical Oversight
- Serve as lead tax advisor for a portfolio of HNWI clients with international exposure.
- Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures.
- Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.).
- Provide tax risk management and ensure quality standards on client work.
- Supervise and mentor senior managers and other staff across locations.
- Support the firms training, development, and retention strategy for PCS professionals.
- Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
- Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
- CPA, EA, or JD with a strong international tax background; MST or LLM a plus.
- Minimum 810 years of U.S. private client tax experience with international complexity.
- Demonstrated experience with foreign trust structures, U.S. estate/gift tax planning, and cross-border compliance.
- Leadership experience in managing client relationships and mentoring staff.
- Business development experience and/or strong external network preferred.
- Help shape a modern, scalable cross-border PCS practice.
- Join a non-federated firm that allows broader client access than the Big 4.
- Work with a leadership team that prioritizes flexibility, excellence, and innovation.
- Competitive compensation, performance-based bonus, including potential for equity and sales commissions.
- Location: United States
- Compensation Range: $161,300-264,900
- Employment Type: Full Time
- Work Arrangement: Hybrid Opportunity (2-3 days in a Vialto Office)
Please note, AI is used as part of the application process. Seniority level
- Seniority level Director
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Business Consulting and Services
Referrals increase your chances of interviewing at Vialto Partners by 2x
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#J-18808-LjbffrTax Director - Private Client Services
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Tax Director - Private Client Services role at ACCA Careers
2 days ago Be among the first 25 applicants
Join to apply for the Tax Director - Private Client Services role at ACCA Careers
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work.
Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff in over 50 countries around the world and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.
Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve.
To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on LinkedIn and Instagram.
Role Summary
We are growing our Private Client Services (PCS) practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. As a key leader in our PCS team, you will provide strategic tax guidance, mentor junior talent, and contribute to the expansion of our cross-border practice.
The ideal candidate will have strong technical expertise in U.S. individual income tax, international reporting, trust planning, and cross-border estate/gift taxation. This is an excellent opportunity for a commercially minded tax professional to help shape a modern, high-touch advisory offering.
Key Responsibilities
Client Delivery & Technical Oversight
- Serve as lead tax advisor for a portfolio of HNWI clients with international exposure.
- Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures.
- Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.).
- Provide tax risk management and ensure quality standards on client work.
- Supervise and mentor senior managers and other staff across locations.
- Support the firms training, development, and retention strategy for PCS professionals.
- Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
- Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
- CPA, EA, or JD with a strong international tax background; MST or LLM a plus.
- Minimum 810 years of U.S. private client tax experience with international complexity.
- Demonstrated experience with foreign trust structures, U.S. estate/gift tax planning, and cross-border compliance.
- Leadership experience in managing client relationships and mentoring staff.
- Business development experience and/or strong external network preferred.
- Help shape a modern, scalable cross-border PCS practice.
- Join a non-federated firm that allows broader client access than the Big 4.
- Work with a leadership team that prioritizes flexibility, excellence, and innovation.
- Competitive compensation, performance-based bonus, including potential for equity and sales commissions.
- Location: United States
- Compensation Range: $161,300-264,900
- Employment Type: Full Time
- Work Arrangement: Hybrid Opportunity (2-3 days in a Vialto Office)
Please note, AI is used as part of the application process.
For further information, and to apply, please visit our website via the Apply button below. Seniority level
- Seniority level Director
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Accounting
Referrals increase your chances of interviewing at ACCA Careers by 2x
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